CPG
SYNH

Cornerstone Planning Group’s Syneos Health, Inc. Class A Common Stock SYNH Stock Holding History

Cornerstone Planning Group’s Portfolio SYNH Stock Details SYNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-67
Closed -$2.82K – 1313
2023
Q2 		$2.82K Buy
+67
New +$2.71K ﹤0.01% 1072
2022
Q4 		$5.16K Buy
+149
New +$5.89K ﹤0.01% 872

Other funds holding SYNH

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cornerstone Planning Group's SYNH Position: Q3 2023 in Review

Cornerstone Planning Group sold out of Syneos Health, Inc. Class A Common Stock (SYNH) in Q3 2023, closing a stake of 67 shares — an estimated $2.82K sold.

Cornerstone Planning Group first reported a position in SYNH in Q4 2022 and held it in 2 quarters. The position peaked at $5.16K in Q4 2022. 10 funds tracked by Wall St. Rank hold SYNH as of Q3 2023.

  • Cornerstone Planning Group reported no remaining Syneos Health, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 67 Syneos Health, Inc. Class A Common Stock shares in Q3 2023, an estimated $2.82K.
  • Cornerstone Planning Group first reported a position in Syneos Health, Inc. Class A Common Stock in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's Syneos Health, Inc. Class A Common Stock position peaked at $5.16K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Syneos Health, Inc. Class A Common Stock as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.